期货盯盘神器专属文章 亚洲糖周报：泰国精炼糖市场价格有何波动？ 相关链接 ...

6月4日，焦煤、焦炭期货领涨黑色系期货品种，焦煤期货价格一度上冲至772元/吨，最终涨幅达7.19%；焦炭期货 也一度冲至1374元/吨，当日涨幅达5.72%。然而，记者发现，6月5日焦煤、焦炭期货价格并未延续大涨行情，焦 煤期货主力2509合约报收于757元/吨，当日涨幅1.68%。 "6月3日晚市场传闻称，外蒙古计划将煤炭矿产资源税上调至20%，受此消息刺激，焦煤期货大幅上涨。此外，今 年年初至今，焦煤期货持续下跌，现货价格跌幅小于期货价格，盘面有修复基差的需求，这也推动了焦煤期货价 格的快速反弹。"光大期货黑色团队在接受《华夏时报》记者采访时表示。 "小作文"漫天飞舞 "焦煤期货大涨主要原因是前期跌幅过大，今年以来焦煤期货主力JM2509合约价格从1230元/吨附近，跌至709元/ 吨，累计跌幅超42%。由于国内供应增加，叠加煤矿库存持续累积，使得焦煤是黑色系商品中最弱的品种。5月份 焦煤期价加速下跌，基差拉大，目前焦煤仓单成本在820—850元/吨附近，而盘面最低跌至709元/吨，基差超过 100元/吨，短期内有反弹修复基差的需求。"方正中期煤炭研究员段智栈在接受《华夏时报》记者采访时表示。 段智栈进 ...

知识图强, 求实奉献, 客户至上, 合作共赢 | 产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 【2011】1292号 2025年6月5日 | | | | 林嘉施 | Z0020770 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日涨跌 | 日涨跌幅 | 单位 | | SMM 1#电解键 | 123425 | 122850 | 575 | 0.47% | 76/11/2 | | 1#金川镇 | 124575 | 124050 | ર્સ્ટ | 0.42% | 元/肥 | | 1#金川镇升贴水 | 2500 | 2550 | -50 | -1.96% | 元/吨 | | 1#进口镇 | 122425 | 121800 | 625 | 0.51% | 元/吨 | | 1#进口镇升贴水 | 350 | 300 | 50 | - | 元/吨 | | LME 0-3 | -201 | -203 | 2 | -1.21% | 美元/吨 | | 期货进口盈亏 | -4760 | -3669 | ...

【乙二醇期货价格下跌，短期或维持低位震荡】乙二醇期货主力合约价格下跌26元，降至4253元/吨， 现货华东价格同步下滑50元，至4450元/吨。期现基差走扩26元，达到237元/吨，显示现货相对期货更 为坚挺。 跨期价差方面，1 - 5价差缩窄10元，至18元/吨，远月合约压力开始显现。生产利润上，煤制 利润维持在 - 150元/吨的亏损状态，油制与甲醇制利润分别为 - 78.39美元/吨和 - 959.16元/吨，成本端持 续承压。 供应端总体开工率环比上升1.2个百分点，至56.37%。其中，煤制开工率提升2.8个百分点，源 于新疆天业重启；油制开工率微增1.1个百分点，浙石化复工抵消了卫星石化检修的影响。 需求端聚酯 工厂负荷持平于89.42%的高位，但终端织机负荷连续四周停滞在63.43%。叠加萧山聚酯厂故障降负及 宁波计划减产，实际需求边际走弱。 库存端华东主港库存周降3.54万吨，至57.67万吨，张家港库存大 降4.1万吨，至23万吨，连续两周超速去库。主要原因是进口缩减，沙特、科威特装置延修，且港口发 货稳定。 乙二醇短期或维持低位震荡格局。利多因素有海外供应扰动，沙特、科威特、伊朗合计201 ...

Core Insights - The trading volume of pork, vegetables, and aquatic products increased from May 26 to June 1, with wholesale prices for vegetables and aquatic products also rising [1][2][3] Pork Market - Average daily trading volume of pork reached 10,362 heads (793.62 tons), an increase of 8.3% week-on-week [1] - Average price of live pigs in Hangzhou was 16.21 yuan/kg, down 0.18% [1] - Average wholesale price of pork was 19.27 yuan/kg, down 0.26% [1] - Retail prices for various pork cuts showed mixed results, with pork loin at 35.05 yuan/kg (up 1.1%) and pork belly at 39.73 yuan/kg (down 0.9%) [1] Vegetable Market - Average daily trading volume of vegetables was 3,781.43 tons, an increase of 11.34% week-on-week [2] - Overall average wholesale price for vegetables was 3.62 yuan/kg, up 3.43% [2] - Significant price increases were noted for certain vegetables, such as green vegetables at 1.96 yuan/kg (up 35.17%) and small white vegetables at 2.13 yuan/kg (up 18.33%) [2] - Retail prices for monitored vegetables showed an overall average of 10.04 yuan/kg, up 1.11% [2] Aquatic Products Market - Total trading volume for aquatic products was 3,697 tons, with an average daily trading volume of 528.14 tons, up 8.12% week-on-week [3] - Overall average wholesale price for aquatic products was 41.7 yuan/kg, up 4.2% [3] - Notable price changes included a rise in the price of hairtail fish to 40 yuan/kg (up 14.75%) and a decrease in the price of small yellow croaker to 56 yuan/kg (down 2.97%) [3] - Retail prices for monitored aquatic products showed an overall average of 59.86 yuan/kg, up 0.64% [3]

| | | | SDIC FUTURES | | | | --- | --- | --- | | | 操作评级 | 2025年06月04日 | | | | 杨蕊霞 农产品组长 | | 员一 | 女女女 | F0285733 Z0011333 | | 豆粕 | な女女 | 吴小明 首席分析师 | | 豆油 | な女女 | | | | | F3078401 Z0015853 | | 棕榈油 | ななな | 董甜甜 高级分析师 | | 菜粕 | ななな | | | | | F0302203 Z0012037 | | 菜油 | ななな | 宋腾 高级分析师 | | 玉米 | ななな | | | | | F03135787 Z0021166 | | 生猪 | な女女 | | | 鸡蛋 | な女女 | 010-58747784 | | | | gtaxinstitute@essence.com.cn | 【豆一】 国产大豆在低位震荡徘徊。明日国产大豆举行竞价采购专场,关注实际成交情况。从天气上看,短期东北地区 大部时段光温适宜，利于大豆等早田作物苗期生长。进口大豆方面。进口大豆方面国内供应端后续表观充裕, 主要是巴西大豆 ...

富宝资讯：碳酸锂现货价格较上一交易日环比上涨，富宝电池级碳酸锂报60000元/吨 金十期货6月4日讯，富宝锂电网发布数据显示，电碳现货基差指数为490元/吨（持平）；电池级碳酸锂 报60000元/吨（+200元/吨）；工业级碳酸锂（综合）报59000元/吨（+200元/吨）；电池级碳酸锂长协 均价59700元/吨（持平）；氢氧化锂指数报62583元/吨（持平）；锂辉石（非洲 SC 5%）报415美元/吨 （-5美元/吨）；锂辉石（中国 CIF 6%）报610美元/吨（-5美元/吨）；锂辉石指数（5%≤ Li2O <6%）报 4840元/吨（-60元/吨）；锂云母指数（2%≤ Li2O <4%）报1555元/吨（-52元/吨）；磷锂铝石（7%≤ Li2O <8%）报7050元/吨（-100元/吨）；富锂铝电解质指数报1669元/吨（-20元/吨）；富宝卤水（硫酸 锂）折扣系数报73%（+1.5）。 ...

2025 年 6 月 4 日 品 研 究 燃料油：日盘跟随原油回弹，短期波动将持续 放大 【趋势强度】 燃料油趋势强度：0；低硫燃料油趋势强度：0 注：趋势强度取值范围为【-2,2】区间整数。强弱程度分类如下：弱、偏弱、中性、偏强、强，-2 表 示最看空，2 表示最看多。 低硫燃料油：大幅反弹，外盘现货高低硫价差 暂时收窄 梁可方 投资咨询从业资格号：Z0019111 liangkefang@gtht.com 【基本面跟踪】 燃料油基本面数据 | | 项目 | 单位 | 昨日收盘价 | 日 涨跌 | | 昨日结算份 | 结算价涨跌 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | FU2507 | 元/吨 | 2,913 | 0. 34% | | 2. 935 | -0. 10% | | | | FU2508 | 元/吨 | 2,876 | -0. 10% | | 2,894 | 0. 84% | | | | LU2507 | 元/暖 | 3.509 | 2. 36% | | 3,520 | 1.79% | | | | LU2508 ...

Agriculture - Chicago futures market showed mixed results for corn, wheat, and soybeans on June 3, with corn up 0.06% to $4.39 per bushel, wheat down 0.56% to $5.36 per bushel, and soybeans up 0.7% to $10.41 per bushel [2] - The weather in the Midwest is expected to be warm and humid until June 18, which may create favorable growing conditions for crops [2] - Market focus is on potential crop yields in Europe, Russia, Canada, and the U.S. as weather conditions remain uncertain [2] Energy - International oil prices rose on June 3, with WTI crude up 1.42% to $63.41 per barrel and Brent crude up 1.55% to $65.63 per barrel [2] - The risk premium in oil prices has increased due to recent attacks in Ukraine and ongoing tensions between the U.S. and Iran regarding nuclear issues [3] - Canadian wildfires have impacted oil sands production by 344,000 barrels per day, approximately 7% of Canada's daily crude output [3] Metals - Gold prices fell by 0.60% to $3,376.9 per ounce on June 3, following a previous increase and amid profit-taking by investors [5] - The World Gold Council reported that global central banks purchased 12 tons of gold in April, a 12% decrease from March [5] - Most base metals on the London Metal Exchange saw price increases, with 3-month tin rising 2.96% to $31,450 per ton and 3-month copper up 0.24% to $9,638.5 per ton [5]

（核准文号 证监许可[2011]1284号） 研究局限性和风险提示 报告中依据和结论存在范围局限性，对未来预测存在不及预期，以及宏观环境和产业链影响因素存在不确定性变化等风险。 分析师声明 | | 20250603申万期货有色金属基差日报 | | | --- | --- | --- | | | 可能短期宽幅波动 铜： | | | | 锌： 可能短期宽幅波动 | | | 摘要 | 铝： 短期内或以震荡为主。 | | | | 镍： 短期内或以震荡偏强。 | | | 品种 | 观点 | 策略方向 | | | 铜：假期LME铜价上涨83美元。目前精矿加工费总体低位以及低铜价，考验冶 | | | | 炼产量。根据国家统计局数据来看，国内下游需求总体稳定向好，电网带动 | 可能短期宽 | | 铜 | 电力投资高增长，家电产量延续增长，需关注出口变化，新能源渗透率提升 | 幅波动 | | | 有望巩固汽车铜需求，地产数据降幅缩窄。铜价短期可能宽幅波动，关注美 国关税进展，以及美元、人民币汇率、库存和基差等变化。 | | | | 锌：假期LME锌价上涨26美元。近期精矿加工费持续回升。由国家统计局数据 | | | | 来看， ...